The automation is taking the name of the field as a input ID. You would need to use the rollup from the formula that has the record ID and use that value. 

Thanks for the reply! I’m new to Rollup. Would that be in the Global Workers Table or the Touchpoint Table?

So, on the table where you have the Global worker you can add a Formula (F1 lets name it) field which is RecorID(), that will give you the record ID for that record.

On the table that you are linking the Global Woker (assuming there is only one linked record) you need to add a rollup and use the F1 field to be rolled up. 

Then in the automation you will reference F1 when you chose the record ID.


Happy to help if needed.

Felipe @Aspirity.com

Again, thanks for the help! 

I’m still getting an error on inputs. Here’s the Touch Point table with the rollup: 
 

And here’s the automation with update:

 

Actually you don't need to use an automation for this. You can just roll up the last touch point and the last meeting notes. 

And also in your test it seems you are passing an empty ID. Are using the right one?

Hey ​@dschues,

You might want to look into this article for more info on Rollups!

Also, I’d be happy to hop on a brief call and get this solved for you on the spot. Should only take us 2 mins. Please feel free to grab a slot :D

Mike, Consultant @ Automatic Nation

In your ‘Update Record’ action, update the linked field to use the ID instead:

Once you do that it’ll work fine, and I’ve set it up here for you to check out

With the way it’s set up you’re currently overwriting the previous meeting notes though.  If this is intended that's fine, if not, felipe’s advice about using a rollup would be ideal here and would allow you to get rid of the automation entirely, and this is how it’d look:

The ‘Date’ field is a rollup field with the formula ‘MAX(values)’, which basically shows the largest Date value of all the linked records:

And the ‘Notes’ field is a lookup field sorted by latest to earliest, so that the latest meeting notes always display at the top

Thank you guys! ​@Mike_AutomaticN that article on rollups was helpful, and ​@TheTimeSavingCo your walkthrough was perfect! It’s working now like a charm. Appreciate the help!